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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
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"Early on, the value of Backstop software came from making things we were already doing better. Now they’re helping us do things we hadn’t even contemplated or anticipated.”
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"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."
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“The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”
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“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”